Michael Wallace has been Managing Member, President of White Pine Capital since December 2024, is a control person of the firm and directly owns between 25% and 50% of it. Michael Wallace holds an MBA from Cornell University and a Bachelor of Science in Mathematics from the University of Wisconsin-Madison.
White Pine Capital LLC is a Bloomington, MN firm with $431M under management, 84 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Mike Wallace is a founder and President of White Pine Capital. He is an Analyst/Portfolio Manager and a member of the firm's Management Committee. His industry experience began in 1987 as a Financial Analyst for Allstate Insurance Company.
- White Pine Capital LLCCurrent– present · 20 yearsBloomington, MN · Adviser representative · Firm CRD 108417
Professional designations
Listed by White Pine Capital
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Michael Wallace is registered as an investment adviser representative in 3 states. The first approvals date from May 2006; the most recent is Virginia, in April 2016.
- MinnesotaSince 27 January 2014
- TexasSince 8 May 2006
- VirginiaSince 28 April 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 September 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 July 1996 |
| Series 7 | General Securities Representative Examination | 19 July 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Scott Wallace
- CRD
- 2374142
- Firm
- White Pine Capital · CRD 108417
- Role
- Managing Member, President
- Office
- 3800 AMERICAN BLVD WEST, SUITE 645, Bloomington, MN 55431
- Registration
- Investment adviser registration
- In the industry since
- May 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- whitepinecapital.com
Where does Michael Wallace work?
Michael Wallace has been Managing Member, President of White Pine Capital LLC since December 2024, and is a control person of the firm.
Is Michael Wallace a financial advisor?
Yes. Michael Wallace has a current investment-adviser registration in Minnesota, Texas and Virginia, through White Pine Capital since May 2006.
How many years of experience does Michael Wallace have?
Michael Wallace has 20 years in the financial industry, since May 2006, across 1 adviser firm.
What exams has Michael Wallace passed?
Michael Wallace has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in July 1996.
Where is Michael Wallace based?
Michael Wallace’s registered office is in Bloomington, MN.
Is Michael Wallace registered with FINRA?
No. Michael Wallace has no current broker registration.
Is Michael Wallace a CFA charterholder?
White Pine Capital lists Michael Wallace with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Michael Wallace’s record?
Search CRD 2374142 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Wallace’s full registration record.